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Thread: AIR - Air NZ.

  1. #12901
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    Quote Originally Posted by winner69 View Post
    Wow ....that’s pretty bullish
    Take their valuations with an extremely large chunk of salt, have a look at some of their other valuations to confirm that.

  2. #12902
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    Quote Originally Posted by couta1 View Post
    Take their valuations with an extremely large chunk of salt, have a look at some of their other valuations to confirm that.
    It doesn't take that long to find examples of DFC valuations that are 2 or more times current share prices. There's also some DFC valuations that are less than 1/10th of market prices. This creates the quirky position that their DFC valuation per share of CAV is higher than that of RYM or MET.

  3. #12903
    Speedy Az winner69's Avatar
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    These the new generation RR engines
    https://www.rolls-royce.com/products...edium=referral
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  4. #12904
    always learning ... BlackPeter's Avatar
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    Quote Originally Posted by winner69 View Post
    These the new generation RR engines
    https://www.rolls-royce.com/products...edium=referral
    Is this before or after they disassemble in air?
    ----
    "Prediction is very difficult, especially about the future" (Niels Bohr)

  5. #12905
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by winner69 View Post
    These the new generation RR engines
    https://www.rolls-royce.com/products...edium=referral
    Trent XWB is an updated version of the Trent 100 currently experiencing significant issues for AIR. Interestingly this RR engine is the only power option for the new A350 aircraft. Latest stat's are out and are a bit of a "yawn' really. Much the same as before.
    Latest fuel hedging is out. Approx 70% fuel hedging for the rest of this financial year, (bet they wish it was 100%). Fuel hedges at $30m in the money which they'll need with other costs they face this half and fuel significantly more expensive and yields only up 2%.
    Last edited by Beagle; 19-02-2018 at 09:49 AM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  6. #12906
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    Those stats still look pretty solid and the passenger loadings are good.

  7. #12907
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    Quote Originally Posted by Beagle View Post
    Trent XWB is an updated version of the Trent 100 currently experiencing significant issues for AIR. Interestingly this RR engine is the only power option for the new A350 aircraft. Latest stat's are out and are a bit of a "yawn' really. Much the same as before.
    Latest fuel hedging is out. Approx 70% fuel hedging for the rest of this financial year, (bet they wish it was 100%). Fuel hedges at $30m in the money which they'll need with other costs they face this half and fuel significantly more expensive and yields only up 2%.
    Fuel prices have dropped 15% odd in last 3 weeks and likely to continue to head south, I said it a while back, shale in the USA coming back on line providing significant reserves and trump will only increase this with is corporate tax rate drop meaning they can be more profitable even as fuel prices come down.

    The engine situation is more of an unknown to me and the potential and amount of compensation is the big key. Be interesting to see the results and guidance Thursday

  8. #12908
    Go The Warriors "This Year!"
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    http://www.nzherald.co.nz/business/n...ectid=11997690

    Hmm.. Interesting and quite surprising I think.
    Emirates launching daily AKL-DPS-DXB from June this year.
    Will be very interesting to see how AIR responds...at the moment they only flying to DPS on a seasonal basis and offer a "seats to suit " service.
    Emirates will offer a far Superior full service
    AIR may have to either up their schedule to yearly and up their service offering, or face the alternative possibly of withdrawing from this market and code share with Singapore airlines through SIN.

  9. #12909
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    Quote Originally Posted by Benny1 View Post
    http://www.nzherald.co.nz/business/n...ectid=11997690

    Hmm.. Interesting and quite surprising I think.
    Emirates launching daily AKL-DPS-DXB from June this year.
    Will be very interesting to see how AIR responds...at the moment they only flying to DPS on a seasonal basis and offer a "seats to suit " service.
    Emirates will offer a far Superior full service
    .
    Personally I'm not sure that I'd call EK's soft product "far superior" to that which is offered in NZ's equivalent products in BP, PE and "The Works". As long as pricing on the lower tiers of NZ's S2S is sharp, it'll continue to attract a segment of customers EK isn't even attempting to attract.

    It will however be interesting to see how NZ's reaction to the increased competition on that sector, and conversely the lower levels of competition on the trans-Tasman sectors.

  10. #12910
    Speedy Az winner69's Avatar
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    Ironic one of the biggest contributors to climate change now faces the challenges from the consequence of it.

    Was surprised Air NZ cancelled all its Wellington flights so early yesterday and in hindsight they probably agree. Jetstar for once provided the more reliable service.


    https://www.theguardian.com/environm...for-air-travel
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

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